By completing these steps, you’ll set up your Sales Module in Tribe so it matches how your organisation actually sells. No complicated theory, just a structured path that helps you move from understanding the basics to working with real deals, products, quotations, and reporting. Let’s get started!
Table of Contents
Introduction to Sales in Tribe
Review and Configure your Sales Process Workflow
Configure your Products and Services Catalogue
Set Up Quotations and e-mail Templates
Reports
Set up sales roles and permissions
Step By Step Instructions
Before configuring anything, you first explore how sales is structured inside Tribe. You’ll learn how relationships differ from sales opportunities, how deals are tracked, and how commercial relationship types provide context in your funnel. This gives you a clear foundation before shaping the system to your own process.
With the basics in place, you translate your own sales workflow into Tribe. In this step, you define your sales stages, pipelines, relationship types, opportunity fields, and possible automations. By doing this upfront, you create a structured process that your team can follow consistently.
Now it’s time to prepare the products and services your team sells. By setting up your catalogue properly, you ensure items can be reused in opportunities, quotations, and invoices, keeping your sales work organised and consistent.
In this phase, you connect your sales setup to real customer communication. You’ll learn how opportunities turn into quotations, how templates standardise your documents, and how email templates streamline communication with customers.
5. Reports
Finally, you look at how reporting supports your sales process. Standard reports help you monitor your pipeline, understand deal progress, and make informed decisions based on real data.
To keep your sales process structured and secure, you need clarity on who can see and manage what. In this step, you define sales roles and assign the right permissions for opportunities, quotations, and related data. A thoughtful setup ensures smooth collaboration while keeping control over sensitive information.
Quick Summary
By following these steps, you’ve built a complete Sales Module setup in Tribe. From understanding how opportunities work to configuring your process, products, quotations, reporting, roles and permissions. Each step keeps your system clear, structured, and aligned with how your organisation actually sells.
Ready to dive in? Let’s take it step by step! Step 1: Understand how sales works in Tribe